Om Holdings Ltd. · ASX:OMH
Om — Q2 2023 Earnings Presentation
8 slides from Om's earnings presentation, Jul 27, 2023
Slide 1: OM Holdings Limited Investor Presentation July 2023
1 OM HOLDINGS LIMITED Australia • China • Japan • Malaysia • Singapore • South Africa July 2023 • Investor Presentation • ASX:OMH | Bursa:OMH (5298)
Slide 2: Disclaimer
2 DISCLAIMER This presentation has been prepared and issued by OM Holdings Limited ARBN 081 028 337 (“OMH”). This presentation contains summary information about OMH. The information in this presentation does not purport to be complete or to provide all information that an investor should consider w
Slide 3: Q2 Key Updates and FY23 Production Guidance
3 Q2 KEY UPDATES AND FY23 PRODUCTION GUIDANCE Temporary FeSi production at silicon metal furnace to increase productivity Silicon metal anticipated to Repaid US$9.3m to resume production in early 2024 Project Finance Lenders Full year production guidance revised Exploration and Mining (Mn Ore) FeSi
Slide 4: Major Development Plan 2023 & Beyond
4 MAJOR DEVELOPMENT PLAN 2023 & BEYOND Revised 2023 production guidance, raising capacity utilization 2022 2023 Revised Future Fesi 4 to 6 furnaces 5 to 7 furnaces 6 of 6 65-70 mt / day 110-130ktpa 120-140ktpa 130-140ktpa Mn Alloys 4 to 6 furnaces 5 to 8 furnaces 8 of 8 100-110 mt / day 200-220ktpa
Slide 5: Ferrosilicon Market Review
5 FERROSILICON MARKET REVIEW Overall market weakness with prices and Chinese output both declining steadily 2021 2022 2023 1H High power prices around the world, notably in The Russia-Ukraine conflict supported Prices declined continuously, China, leads to massive price spike. New power prices brief
Slide 6: Manganese Ore and Alloy Market Review
6 MANGANESE ORE AND ALLOY MARKET REVIEW Mn alloy prices retraced to Q4-22 levels, despite power price increase in key production regions 2021 2022 2023 1H SiMn prices rise significantly Ukraine was world’s second largest exporter, Prices declined continuously, closing faster than Mn ore, conflict le
Slide 7: Key Takeaways
7 KEY TAKEAWAYS OM, now a simpler story STRONG MARGINS STABLE OUTPUT + GROWTH Heat recycling Lowest Cost Quartile Largest Producer in the Ferroalloy Smelter in the Region, with Growth and Generate more power by Region(1) Diversification Plans recycling exhaust heat Backed by low cost environmentally
Slide 8: OM Holdings Limited
8 OM HOLDINGS LIMITED AUSTRALIA • CHINA • JAPAN • MALAYSIA • SINGAPORE • SOUTH AFRICA